BRAUN STACEY ASSOCIATES INC Diversified Active

Location: New York, NY

CIK: 0000872080 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 21, 2023

Total Value: $2.054B

Holdings (115)

AAPL APPLE INC 5.8%
Value $118M Shares 690,984 Est. Cost $115.09 Unrealized +57.5%
MSFT MICROSOFT 5.6%
Value $115M Shares 363,723 Est. Cost $146.87 Unrealized +121.0%
AMZN AMAZON COM INC COM 3.2%
Value $66.26M Shares 521,223 Est. Cost $113.53 Unrealized +18.0%
NVDA NVIDIA CORP COM 2.9%
Value $60.14M Shares 138,251 Est. Cost $21.34 Unrealized +109.8%
GOOGL ALPHABET CLASS A 2.1%
Value $43.09M Shares 329,307 Est. Cost $106.93 Unrealized +20.1%
META META PLATFORMS 1.9%
Value $39.53M Shares 131,661 Est. Cost $190.82 Unrealized +56.8%
LLY LILLY, ELI AND COMPANY 1.9%
Value $38.6M Shares 71,869 Est. Cost $261.50 Unrealized +93.8%
CELH CELSIUS HLDGS INC COM NEW 1.8%
Value $36.31M Shares 634,863 Est. Cost $47.93 Unrealized +17.3%
GOOG ALPHABET CLASS C 1.7%
Value $34.5M Shares 261,637 Est. Cost $106.32 Unrealized +21.4%
ON ON SEMICONDUCTOR CORP COM 1.5%
Value $31.17M Shares 335,375 Est. Cost $57.93 Unrealized +67.7%
VRT VERTIV HOLDINGS CO COM CL A 1.5%
Value $30.98M Shares 832,871 Est. Cost $18.15 Unrealized +81.1%
JPM JPMORGAN CHASE & CO 1.5%
Value $30.27M Shares 208,740 Est. Cost $91.22 Unrealized +56.0%
PANW PALO ALTO NETWORKS INC COM 1.4%
Value $29.36M Shares 125,215 Est. Cost $86.07 Unrealized +37.5%
AVGO BROADCOM INC COM 1.4%
Value $29.05M Shares 34,981 Est. Cost $54.85 Unrealized +53.1%
XOM EXXON MOBIL CORP 1.4%
Value $28.92M Shares 245,975 Est. Cost $74.27 Unrealized +36.0%
MA MASTERCARD INC CL A 1.4%
Value $28.14M Shares 71,089 Est. Cost $195.60 Unrealized +102.6%
PWR QUANTA SVCS INC COM 1.4%
Value $28.05M Shares 149,941 Est. Cost $148.99 Unrealized +34.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 1.3%
Value $27.41M Shares 78,239 Est. Cost $229.48 Unrealized +54.6%
BA BOEING CO 1.3%
Value $26.78M Shares 139,698 Est. Cost $198.54 Unrealized +10.2%
MCK MCKESSON CORP COM 1.3%
Value $26.75M Shares 61,510 Est. Cost $286.45 Unrealized +45.5%
UBER UBER TECHNOLOGIES INC COM 1.2%
Value $25.41M Shares 552,486 Est. Cost $31.72 Unrealized +44.0%
LAM RESEARCH CORP COM 1.2%
Value $24.93M Shares 39,776 Est. Cost $430.68 Unrealized
HOSTESS BRANDS INC CL A 1.2%
Value $24.93M Shares 748,270 Est. Cost $19.82 Unrealized
COP CONOCOPHILLIPS 1.2%
Value $24.15M Shares 201,573 Est. Cost $77.93 Unrealized +38.4%
CVX CHEVRON CORP 1.1%
Value $23.61M Shares 140,048 Est. Cost $110.19 Unrealized +32.3%
MAR MARRIOTT INTL INC NEW CL A 1.1%
Value $23.42M Shares 119,154 Est. Cost $159.27 Unrealized +21.8%
TTD THE TRADE DESK INC COM CL A 1.1%
Value $23.26M Shares 297,654 Est. Cost $68.83 Unrealized +17.5%
ARISTA NETWORKS INC COM 1.1%
Value $23.25M Shares 126,392 Est. Cost $152.76 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 1.1%
Value $23.21M Shares 348,392 Est. Cost $61.68 Unrealized +16.4%
MANH MANHATTAN ASSOCS INC COM 1.1%
Value $23.11M Shares 116,907 Est. Cost $136.65 Unrealized +42.8%
NOW SERVICENOW INC COM 1.1%
Value $23.09M Shares 41,303 Est. Cost $85.87 Unrealized +32.8%
ACGL ARCH CAP GROUP LTD ORD 1.1%
Value $22.74M Shares 285,333 Est. Cost $60.46 Unrealized +22.4%
MRK MERCK & COMPANY 1.1%
Value $22.71M Shares 220,618 Est. Cost $74.83 Unrealized +33.4%
HWM HOWMET AEROSPACE INC COM 1.1%
Value $22.39M Shares 484,200 Est. Cost $37.94 Unrealized +27.5%
NUE NUCOR CORP 1.1%
Value $21.82M Shares 139,587 Est. Cost $100.83 Unrealized +58.2%
UNH UNITEDHEALTH GROUP INC 1.1%
Value $21.61M Shares 42,866 Est. Cost $291.76 Unrealized +61.1%
VRTX VERTEX PHARMACEUTICALS INC 1.0%
Value $21.17M Shares 60,882 Est. Cost $299.93 Unrealized +16.6%
PIONEER NAT RES CO COM 1.0%
Value $20.87M Shares 90,934 Est. Cost $189.57 Unrealized
EQIX EQUINIX INC COM 1.0%
Value $20.78M Shares 28,614 Est. Cost $731.89 Unrealized +0.6%
LULU LULULEMON ATHLETICA INC COM 1.0%
Value $20.47M Shares 53,084 Est. Cost $370.05 Unrealized +3.2%
EXTR EXTREME NETWORKS INC COM 1.0%
Value $20.15M Shares 832,310 Est. Cost $15.51 Unrealized +74.4%
CRM SALESFORCE COM INC COM 0.9%
Value $19.16M Shares 94,490 Est. Cost $166.88 Unrealized +27.9%
GEHC GE HEALTHCARE TECHNOLOGIES ICO 0.9%
Value $19.08M Shares 280,384 Est. Cost $71.08 Unrealized +2.0%
TECK TECK COMINCO LTD CL B 0.9%
Value $18.83M Shares 437,011 Est. Cost $39.85 Unrealized +4.0%
TRV TRAVELERS COMPANIES INC 0.9%
Value $18.75M Shares 114,822 Est. Cost $170.67 Unrealized -6.4%
VICI VICI PPTYS INC COM 0.9%
Value $18.38M Shares 631,474 Est. Cost $28.02 Unrealized -3.5%
AXP AMERICAN EXPRESS CO 0.9%
Value $18.25M Shares 122,343 Est. Cost $157.88 Unrealized +0.6%
MS MORGAN STANLEY 0.9%
Value $18.07M Shares 221,254 Est. Cost $78.31 Unrealized +2.5%
PEP PEPSICO INC 0.9%
Value $17.93M Shares 105,818 Est. Cost $121.09 Unrealized +38.0%
BLACKROCK INC COM 0.8%
Value $17.45M Shares 26,989 Est. Cost $39176.23 Unrealized
AZO AUTOZONE INC COM 0.8%
Value $17.31M Shares 6,816 Est. Cost $2238.25 Unrealized +12.1%
REGN REGENERON PHARMACEUTICALS COM 0.8%
Value $17.3M Shares 21,024 Est. Cost $685.22 Unrealized +14.1%
PG PROCTER & GAMBLE COMPANY 0.8%
Value $16.99M Shares 116,500 Est. Cost $101.78 Unrealized +41.6%
TXRH TEXAS ROADHOUSE INC CL A 0.8%
Value $16.89M Shares 175,721 Est. Cost $88.03 Unrealized +16.4%
FDX FEDEX CORP COM 0.8%
Value $16.83M Shares 63,536 Est. Cost $216.04 Unrealized +14.2%
LW LAMB WESTON HLDGS INC COM 0.8%
Value $16.68M Shares 180,404 Est. Cost $93.74 Unrealized +3.0%
COST COSTCO WHSL CORP NEW 0.8%
Value $15.82M Shares 28,001 Est. Cost $325.72 Unrealized +63.4%
DE DEERE & CO COM 0.8%
Value $15.62M Shares 41,393 Est. Cost $229.78 Unrealized +73.2%
STZ CONSTELLATION BRANDS INC 0.8%
Value $15.56M Shares 61,924 Est. Cost $249.26 Unrealized 0.0%
DHR DANAHER CORP SHS BEN INT 0.7%
Value $15.25M Shares 61,479 Est. Cost $146.79 Unrealized +50.0%
WFC WELLS FARGO & CO 0.7%
Value $15.13M Shares 370,328 Est. Cost $43.94 Unrealized -7.4%
ZTS ZOETIS INC CL A 0.7%
Value $14.95M Shares 85,911 Est. Cost $154.10 Unrealized +14.8%
TMUS T MOBILE US INC COM 0.7%
Value $14.51M Shares 103,580 Est. Cost $118.67 Unrealized +12.8%
TJX TJX COS INC NEW COM 0.7%
Value $14.48M Shares 162,893 Est. Cost $85.34 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.7%
Value $14.34M Shares 250,211 Est. Cost $61.01 Unrealized +5.6%
PEN PENUMBRA INC COM 0.7%
Value $14.23M Shares 58,840 Est. Cost $256.65 Unrealized +8.2%
JAZZ JAZZ PHARMACEUTICALS PLC SHS U 0.7%
Value $14.23M Shares 109,924 Est. Cost $144.25 Unrealized -7.6%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value $14.09M Shares 27,846 Est. Cost $375.91 Unrealized +40.7%
NDAQ NASDAQ OMX GROUP INC COM 0.7%
Value $13.72M Shares 282,267 Est. Cost $53.58 Unrealized -8.6%
GPN GLOBAL PMTS INC COM 0.7%
Value $13.44M Shares 116,481 Est. Cost $112.78 Unrealized +2.9%
AEE AMEREN CORP COM 0.6%
Value $13.32M Shares 178,017 Est. Cost $67.19 Unrealized +12.3%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.6%
Value $12.67M Shares 32,267 Est. Cost $340.30 Unrealized
BAC BANK AMER CORP 0.6%
Value $12.63M Shares 461,382 Est. Cost $23.75 Unrealized +17.1%
TKO TKO GROUP HOLDINGS INC CL A 0.6%
Value $12.46M Shares 148,227 Est. Cost $99.79 Unrealized 0.0%
BAX BAXTER INTL INC 0.6%
Value $12.07M Shares 319,919 Est. Cost $40.15 Unrealized 0.0%
HD HOME DEPOT INC 0.6%
Value $11.72M Shares 38,796 Est. Cost $196.40 Unrealized +54.3%
AME AMETEK INC NEW COM 0.6%
Value $11.38M Shares 76,988 Est. Cost $114.50 Unrealized +34.3%
MU MICRON TECHNOLOGY INC COM 0.6%
Value $11.36M Shares 166,901 Est. Cost $66.28 Unrealized 0.0%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.5%
Value $11.29M Shares 248,124 Est. Cost $59.85 Unrealized -13.5%
AWK AMERICAN WTR WKS CO INC NEW CO 0.5%
Value $11.11M Shares 89,705 Est. Cost $119.31 Unrealized +11.3%
EXPE EXPEDIA INC DEL COM NEW 0.5%
Value $10.32M Shares 100,145 Est. Cost $104.01 Unrealized +5.3%
TKR TIMKEN CO COM 0.5%
Value $10.31M Shares 140,245 Est. Cost $76.20 Unrealized +6.5%
MET METLIFE INC 0.5%
Value $10.21M Shares 162,268 Est. Cost $60.41 Unrealized -4.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.5%
Value $9.487M Shares 140,094 Est. Cost $67.95 Unrealized
ETN EATON CORP PLC SHS 0.4%
Value $8.639M Shares 40,506 Est. Cost $134.33 Unrealized +56.1%
FWONK LIBERTY MEDIA CORP DEL COM LBT 0.4%
Value $8.502M Shares 136,467 Est. Cost $62.30 Unrealized
LIN LINDE PLC SHS 0.3%
Value $6.876M Shares 18,467 Est. Cost $369.03 Unrealized 0.0%
CMCSA COMCAST CORP NEW COM CL A 0.3%
Value $6.309M Shares 142,290 Est. Cost $41.49 Unrealized 0.0%
ITRI ITRON INC COM 0.3%
Value $5.443M Shares 89,860 Est. Cost $68.64 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.3%
Value $5.301M Shares 92,648 Est. Cost $57.07 Unrealized -3.3%
PLAY DAVE & BUSTERS ENTMT INC COM 0.2%
Value $3.775M Shares 101,826 Est. Cost $39.89 Unrealized +2.3%
SPY SPDR TR UNIT SER 1 0.2%
Value $3.51M Shares 8,210 Est. Cost $78231.35 Unrealized
KO COCA COLA CO 0.2%
Value $3.503M Shares 62,576 Est. Cost $51.18 Unrealized +8.9%
VRRM VERRA MOBILITY CORP CL A COM S 0.2%
Value $3.135M Shares 167,645 Est. Cost $19.39 Unrealized 0.0%
DOX AMDOCS LTD ORD 0.1%
Value $2.823M Shares 33,409 Est. Cost $86.60 Unrealized -1.5%
CTVA CORTEVA INC COM 0.1%
Value $2.8M Shares 54,736 Est. Cost $60.01 Unrealized -14.1%
EXE CHESAPEAKE ENERGY CORP COM 0.1%
Value $1.714M Shares 19,875 Est. Cost $77.82 Unrealized +1.6%
MCD MCDONALDS CORP 0.1%
Value $1.607M Shares 6,100 Est. Cost $235.87 Unrealized +14.3%
V VISA INC COM CL A 0.1%
Value $1.3M Shares 5,650 Est. Cost $168.84 Unrealized +39.9%
HON HONEYWELL INTL INC COM 0.1%
Value $1.289M Shares 6,975 Est. Cost $169.69 Unrealized +2.5%
MDY SPDR S&P MIDCAP 400 ETF TR UTS 0.0%
Value $1.005M Shares 2,202 Est. Cost $68865.37 Unrealized
DIS WALT DISNEY CO 0.0%
Value $938K Shares 11,578 Est. Cost $95.94 Unrealized -13.0%
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.0%
Value $936K Shares 2,367 Est. Cost $410.50 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC CO 0.0%
Value $863K Shares 9,750 Est. Cost $96.11 Unrealized -7.4%
CAT CATERPILLAR INC 0.0%
Value $635K Shares 2,325 Est. Cost $184.76 Unrealized +41.5%
VIGAX VANGUARD INDEX FDS GRW INDEX A 0.0%
Value $491K Shares 3,505 Est. Cost $145.67 Unrealized
RSP POWERSHARES EXCHANGE TRADED FD 0.0%
Value $487K Shares 3,436 Est. Cost $123.23 Unrealized
IWF ISHARES TR RUSSELL1000GRW 0.0%
Value $461K Shares 1,734 Est. Cost $244.86 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value $424K Shares 2,725 Est. Cost $82.80 Unrealized +85.1%
VONV VANGUARD SCOTTSDALE FDS VNG RU 0.0%
Value $380K Shares 5,695 Est. Cost $65.23 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value $354K Shares 1,094 Est. Cost $163.05 Unrealized +93.4%
XLF SECTOR SPDR TR SBI FINL 0.0%
Value $331K Shares 9,965 Est. Cost $28.30 Unrealized
XLK SECTOR SPDR TR SBI TECHNOLGY 0.0%
Value $254K Shares 1,550 Est. Cost $151.01 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value $253K Shares 3,025 Est. Cost $110.45 Unrealized
IWD ISHARES TR RUSSELL1000VAL 0.0%
Value $234K Shares 1,542 Est. Cost $151.94 Unrealized